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SSMGX Fundamentals

SIT
SSMGX -- USA Fund  

USD 57.93  2.88  5.23%

Sit Small fundamental analysis lookup allows you to check this and other indicators for Sit Small Cap Growth Fund or any other equity instrument. You can also select from a set of available indicators by clicking on the link to the right. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations. Please continue to Equity Screeners to view more equity screening tools

SSMGX Three Year Return Analysis

Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Three Year Return | All Equity Analysis
Sit Small Three Year Return  =  
24.78 
ValuationFinancialsBuy or Sell

About Three Year Return

Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Compare to competition
Based on latest financial disclosure Sit Small Cap Growth Fund has Three Year Return of 24.78%. This is much higher than that of the Sit family, and significantly higher than that of Mid-Cap Growth category, The Three Year Return for all funds is notably lower than the firm.

Sit Small Cap Fundamental Drivers Relationships

Sit Small Cap Growth Fund is rated fifth largest fund in five year return among similar funds. It is rated below average in price to book among similar funds fabricating about  0.74  of Price to Book per Five Year Return. The ratio of Five Year Return to Price to Book for Sit Small Cap Growth Fund is roughly  1.36 

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Fund Asset Allocation for Sit Small

The fund consists of 97.04% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
    
  Instrument Type 

SSMGX Fundamentals

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